NTT DC REIT - UOB Kay Hian 2025-09-23: Building Balanced Portfolio Through Accretive Acquisitions

NTT DC REIT: Building Balanced Portfolio Through Accretive Acquisitions

Published:
NTT DC REIT (SGX:NTDU) | SGinvestors.io
  • NTT DC REIT (SGX:NTDU) could build a balanced portfolio by tapping on the sizeable sponsor pipeline for acquisitions in Europe and Asia. Management is exploring the feasibility of acquiring a hyperscale data centre in Frankfurt, Germany in 1H26, which will increase exposure to Tier 1 markets.
  • - Read this at SGinvestors.io -

Acquisition enhances geographical diversification.

  • NTT DC REIT's management is exploring the feasibility of acquiring a hyperscale data centre in Frankfurt, Germany in 1H26. The data centre is anchored by two US-based hyperscalers with a long WALE of 10 years.
  • - Read this at SGinvestors.io -

Growth supported by sizeable sponsor pipeline.

  • The sponsor NTT Limited (NTT), through its subsidiary NTT Global Data Centres, is the world’s third-largest data centre provider globally (excluding China) with 2,277MW of IT power (1,419MW in operation and 858MW under construction). It has a portfolio of 133 buildings across 91 data centre sites.
  • The sponsor has granted NTT DC REIT a global right of first refusal over stabilised income-producing data centres covering 123 properties with a capacity of about 2,000MW, of which 130MW represents identified high-conviction acquisitions for potential execution over the next five years.

NTT DC REIT is the only offtake vehicle for NTT to recycle capital.

  • Read more at SGinvestors.io.



Above is an excerpt from a report by UOB Kay Hian Research.
Clients of UOB Kay Hian may be the first to access the full PDF report @ https://www.utrade.com.sg/.



Jonathan KOH CFA UOB Kay Hian Research | https://research.uobkayhian.com/ 2025-09-23



Previous report by UOB:
2025-07-09 NTT DC REIT - Benefitting From Tight Vacancies In N Virginia, N California & Singapore.

Price targets by other brokers at NTT DC REIT Target Prices.

Listing of research reports at NTT DC REIT Analyst Reports.

Relevant links:
NTT DC REIT Share Price History,
NTT DC REIT Announcements,
NTT DC REIT Dividend Payout Dates & Corporate Actions,
NTT DC REIT News






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